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Mark Pincus is the creator behind Farmville and Words with Friends. He built Zynga into one of the biggest gaming companies in the world and helped shape the early era of social products on the internet. In this conversation, he breaks down how great founders spot winning ideas early, why most startups build the wrong thing, and how products become part of people's daily lives. He shares lessons from building Zynga, missing the opportunity behind social networking before Facebook took off, navigating platform risk during Zynga's explosive growth, and rebuilding his confidence after major failures. You'll learn how to test ideas faster, what separates products people try from products people love, how to avoid “death by compromise” as a founder, and why the best builders stay obsessed with what users actually want. + Members get the longer, extended version of this conversation, with additional content not included in the public release. Join Now. + +Pre-order Life at the Speed of Play: Launch Products People Love! ------ Timestamps: (00:00) The Principles of Great Products (01:34) How to Test if Your Idea Has "Heat" (04:02) Falling Out with His Father (06:14) Early Career Fails (09:27) The Presentation that Kicked him out of Bain (12:04) The Book of Life System for Making Strategic Decisions (17:56) Why Your Instincts are Good and Your Ideas are Bad (22:29) Copying is the Key to Great Product Design (23:22) System for Building Great Products (24:05) How to Use "Proven Better New" to Build Ideas (27:39) Why Deconstruction Leads to Better Products (29:33) All Founders Go Through This (35:14) How Zynga Changed Social Gaming (37:25) Pitching Zynga to Steve Jobs (40:36) The Fatal Mistake Founders Make (41:24) The Fight Between Peter Thiel and Sequoia (43:03) The Explosion of Farmville (45:45) Zynga's Near-Death Experience on Facebook (48:36) Why Failure Machines Reveal Your Best Ideas (49:28) The Thing that Almost Killed Words with Friends (53:05) Why the Minimum Viable Product Approach is Hurting You (54:03) Building Fast is More Important than Building Right (56:19) How Zynga Missed Their Instagram Moment (58:50) Your Company Should Be a Democratic Dictatorship (1:02:25) How to Build a Meritocracy in Your Company (1:03:44) Jeff Bezos' Invaluable Management Trick (1:05:25) Bezos Hack: Scaling Leadership with Tech Assistants ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter ------ Follow Shane Parrish: X: https://x.com/shaneparrish Insta: https://www.instagram.com/farnamstreet/ LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/ Follow Mark Pincus LinkedIn: https://www.linkedin.com/in/markpincus/ X: https://x.com/markpinc ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. https://coinshares.com/ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ Join the salty rebellion: https://drinklmnt.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI Breakdown: Daily Artificial Intelligence News and Discussions
As OpenAI and Anthropic move toward IPOs, NLW looks at the growing fight over who gets access to AI's financial upside, from Google's massive equity raise to Bernie Sanders' proposal for a public stake in frontier labs. In the headlines: Nvidia's personal AI computer push, Meta's AI pendant plans, an Instagram hijacking exploit, Bain's warning on AI ROI, and Walmart's token limits.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedOutsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - https://scrunch.com/Zenflow Work - Agents for knowledge work - https://zenflow.free/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
If your company delivers great products, excellent service, and competitive pricing, why are customers still treating you like a commodity? Many construction and building material companies believe they're creating value, yet struggle to explain exactly why customers choose them over competitors. As markets soften and pricing pressure increases, leaders who fail to articulate their true value often get pulled into a race to the bottom. In this episode, Bradley Hartmann explores Bain & Company's Elements of Value Pyramid and reveals why customers frequently buy for reasons far beyond price, product quality, or innovation. In this episode you will How to identify the specific forms of value that make customers more loyal and less price-sensitive. Why ease of doing business, risk reduction, expertise, and confidence often matter more than lower pricing. Five practical leadership questions that help uncover hidden value, strengthen differentiation, and improve margins. Listen now to discover how understanding and communicating your unique value can help you win stronger customer relationships, command better margins, and avoid competing solely on price. Click HERE to download the B2B Elements of Value Pyramid or HERE for the interactive website by Bain. At Bradley Hartmann & Company, we help construction teams improve sales, leadership, and communication by reducing miscommunication, strengthening teamwork, and bridging language gaps between English and Spanish speakers. To learn more about our product offerings, visit bradleyhartmannandco.com. The Construction Leadership Podcast dives into essential leadership topics in construction, including strategy, emotional intelligence, communication skills, confidence, innovation, and effective decision-making. You'll also gain insights into delegation, cultural intelligence, goal setting, team building, employee engagement, and how to overcome common culture problems—whether you're leading a crew or managing an entire organization. Have topic ideas or guest recommendations? Contact us at info@bradleyhartmannandco.com. New podcasts are dropped every Tuesday and Thursday. This episode is brought to you by The Construction Spanish Toolbox —the most practical way for construction teams to learn jobsite-ready Spanish in just minutes a day over 6 months.
In this week's MBA Admissions podcast we began by discussing the current state of the MBA admissions season. We are continuing to see MBA programs release their final decisions. This upcoming week, USC / Marshall, CMU / Tepper, London Business School, Arizona / Carey, Georgia / Terry and Georgia Tech / Scheller are releasing final decisions. Graham highlighted a Fridays from the Frontline feature from a Stern student discussing their super experience with Stern's Endless Frontier Labs program. This was then followed by a deep-dive career reports piece focused on the consulting industry for MBA graduates. Graham also noted a new admissions tip which focuses on classes that might be worth considering before starting an MBA. Graham continued with the Real Humans Alumni series. This week focuses on three alumni: McCombs / Pepsi, IESE / Accenture and Owen / Bain. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries and one DecisionWire entry. This week's first MBA admissions candidate is from India, and works at Bain. They also have links to family firm focused on pharmaceuticals. They have a 337 GRE score. This week's second MBA applicant is a veteran who has a 715 GMAT score and a 3.76 GPA from an Ivy League university. This week's final MBA candidate is deciding between McDonough and Anderson. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!
For twenty years, hearing the patient meant owning a Voice of Customer program. A survey, a tool, a dashboard you showed the board. On May 18, Qualtrics closed its 6.75 billion dollar acquisition of Press Ganey Forsta. The instrument the majority of U.S. hospitals use to hear their patients is now part of a cross-industry experience platform with its own roadmap. Chris Boyer and Reed Smith take that deal apart and ask who, inside the building, still works for the patient once the listening tool belongs to someone else. This is the third Touch Point in a row circling the same observation. TP485 argued digital equity is a clinical operations problem the health system can no longer outsource. TP487 argued the front door moved off the property. TP489 closes the pattern. The listening apparatus moved too. The episode argues marketing should stop being the collector of patient voice and become its advocate. Owning a program means making the signal presentable. Advocacy means being the named person accountable for the patient's voice surviving contact with a budget meeting. That role has a cost, and the episode names it plainly. If your health system would not fund a single internal advocate to carry the patient's voice into the room, you have already priced what that voice is worth to you. Mentions and links: Qualtrics, Qualtrics Acquires Healthcare Experience Leader Press Ganey Forsta for $6.75 Billion, PR Newswire, May 2026: https://www.prnewswire.com/news-releases/qualtrics-acquires-healthcare-experience-leader-press-ganey-forsta-for-6-75-billion-302774876.html Becker's Hospital Review, Qualtrics completes $6.75B deal for Press Ganey, May 2026: https://www.beckershospitalreview.com/digital-health/qualtrics-completes-6-75b-deal-for-press-ganey/ CMSWire, After Uncertainty, Qualtrics Closes Deal on $6.75B Press Ganey Forsta Acquisition, May 2026: https://www.cmswire.com/customer-experience/after-uncertainty-qualtrics-finalizes-6-75-billion-acquisition-of-press-ganey-forsta/ Healthcare IT News, Qualtrics eyes a data engine to predict the experiences patients want, May 2026: https://www.healthcareitnews.com/news/qualtrics-eyes-data-engine-predict-experiences-patients-want AHA Center for Health Innovation, What the Qualtrics Acquisition of Press Ganey Forsta Will Mean for Health Care, October 2025: https://www.aha.org/aha-center-health-innovation-market-scan/2025-10-14-what-qualtrics-acquisition-press-ganey-forsta-will-mean-health-care Qualtrics, Synthetic Data for Market Research FAQ, February 2026: https://www.qualtrics.com/articles/strategy-research/synthetic-data-market-research/ b2b International, AI in Market Research: The Limitations of Synthetic Data, August 2025: https://www.b2binternational.com/publications/ai-in-market-research-the-limitations-of-synthetic-data/ Customer Experience Dive, How synthetic data might shape consumer research, November 2024: https://www.customerexperiencedive.com/news/synthetic-data-consumer-research-customer-journey-qualtrics/732408/ Bain & Company, How Synthetic Customers Bring Companies Closer to the Real Ones, June 2025: https://www.bain.com/insights/how-synthetic-customers-bring-companies-closer-to-the-real-ones/ CMS, HCAHPS: Patients' Perspectives of Care Survey, 2025: https://www.cms.gov/medicare/quality/initiatives/hospital-quality-initiative/hcahps-patients-perspectives-care-survey Learn more about your ad choices. Visit megaphone.fm/adchoices
Hi all! This week's episode will be out Monday, 5/25 because of wacky early summer scheduling. In the meantime, enjoy a classico episode from our archive covering last season of Summer House...a simpler time...we may start re-releasing old eps occasionally as a fun lil blast from the past. Give it a listen if you're new!----------------------------------------------------------------------Julia and Drew are joined once again by 1440 Business and Finance Editor Phoebe Bain to discuss Season 9, Episode 3 of Summer House. The girls crack open an ice cold Loverboy and dish about Paige setting the stage for her next chapter, vacation house nightmares, Bailee reenacting Emma Cline's "The Guest," RIP Michelle Trachtenberg, and a surprisingly subdued Oscars. How fun is that! XOXO, Girls RoomFollow Girls Room on TikTok.Follow Drew on Twitter and Instagram.Follow Julia on Twitter and Instagram.Follow Phoebe on Twitter and Instagram.
Send us Fan MailMaile Dyer reviewed 400+ resumes as a Bain Manager. She was on the recruiting team, making the decisions on who got interviews.And she kept seeing the same 3 mistakes: structure, content, and formatting. Most candidates miss at least one. A lot of them miss all 3 — and they never find out why they never heard back.In this episode, Maile breaks down each mistake and tells you exactly how to fix it. Katie Neff joins to tie it back to your full recruiting strategy.You'll learn:The structure mistake that makes reviewers skip your strongest qualificationsWhy writing responsibilities instead of impact gets you screened out fastThe formatting signals that tell a consultant you lack attention to detailResources:Have your resume rebuilt by ex-consultants who know what MBB is looking for – join Black BeltNot sure where to start? Book 15 minutes with KatieFree Consulting Prep Just Got a Whole Lot BetterCreate a free MC account for access to step-by-step learning pathways, a brand new case prep course, and more. Download the MC app to prep anywhere.Connect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
Motivation and Inspiration Interviews with Professor of Perseverances
Davis Bain sustained a concussion in Air Force ROTC training that turned into Post-Concussion Syndrome. His injury has affected everything in his life from relationships to work to generally not feeling like himself. Despite this, he feels more alive than ever and is passionate about trying to help others who are also struggling with chronic conditions. He just finished writing Chronic Pain Warrior. Website: https://www.chronicpainwarrior.com/ You may also contact Professor of Perseverance through email, Jamesperduespeaks@comcast.net #chronicpain #overcomingadversity #perseverance #concussion
WE DIT IT. Et la petite Laura serait sacrément fière…
Australian agencies are entering a new operating reality where compliance reform, economic volatility, and rapid AI adoption are converging into a perfect storm, forcing leaders to rethink how they run and protect their businesses. In this episode of the REB Business Empowerment Showcase, host Liam Garman speaks with National Australia Bank (NAB) executives Kate Bain and Lucy Zheng about the forces reshaping Australian real estate, from macroeconomic pressure to frontline operational realities, and what it takes to stay ahead in 2026. With anti-money laundering and counter-terrorism financing (AML/CTF) reforms due in July, agencies face urgent changes to onboarding, risk, and due diligence, requiring immediate operational uplift across systems, training, and workflows. Early movers will reduce friction and regulatory exposure, while late adopters risk a costly compliance scramble once enforcement begins. At the same time, shifting interest rates and weakening confidence are reshaping buyer behaviour, with borrowing capacity and sentiment moving quickly. Artificial intelligence (AI) is also accelerating across real estate operations, improving efficiency in areas like lead handling and forecasting while introducing new risks around data integrity and privacy. Bain and Zheng share insights into how principals and directors can stay ahead, including where to seek professional banking and advisory support to navigate ongoing regulatory, economic, and operational change.
Andri Sadlak is a serial entrepreneur and Founding Head of Product & Strategy at Azoma, building AI-first commerce software for the age of agentic shopping. He's been an Amazon seller since 2017, exited his own brand, and co-founded ProductPinion. Today he's part of the team behind Amazon growth and AI visibility strategies for 8 and 9-figure brands like Mars, L'Oréal, and HP. He's one of the sharpest voices on Agentic Commerce, taking the world stage to break down how brands need to show up in the age of AI shopping assistants like Amazon Rufus, Walmart Sparky, and LLM search.Highlight Bullets> Here's a glimpse of what you would learn…. The evolution of e-commerce from traditional search engines to AI-powered answer and action engines.The rise of AI shopping assistants and their impact on consumer purchasing behavior.The integration of AI technologies by major companies like Amazon and OpenAI to enhance shopping experiences.The concept of generative commerce and how AI can autonomously complete purchases for consumers.The rapid adoption of AI tools and their influence on product research and decision-making.The importance of optimizing for AI algorithms in e-commerce, particularly on platforms like Amazon.The role of multi-modal understanding in AI, allowing it to interpret both text and images for better product recommendations.Strategies for sellers to optimize their listings for AI-driven systems, including managing Q&A sections and enhancing product images.The significance of external citations and media presence in building trust and credibility for AI recommendations.The future of e-commerce and the necessity for brands to adapt to AI-driven changes to maintain competitiveness.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews AI-driven e-commerce expert Andri Sadlak. They explore how AI is revolutionizing online shopping, focusing on Amazon's shift from traditional search to AI-powered answer and action engines like Rufus. Andri shares actionable strategies for brands to optimize product listings for AI, discusses the importance of image and Q&A optimization, and highlights the growing role of external citations. The episode offers practical tips for sellers to thrive in the new era of agent commerce, emphasizing the urgency of adapting to AI-driven changes in e-commerce.Here are the 3 action items that Josh identified from this episode:Optimize for BOTH Amazon algorithms Don't rely on just traditional keyword SEO—start optimizing for both Rufus/Cosmo (AI-driven discovery) and legacy search to stay competitive.Fix your existing listings first (quick wins) Update product images, backend fields, alt text, and listing details—these are fully within your control and can drive immediate impact.Focus on one high-impact priority: Cosmo optimization Ensure your product answers key customer questions clearly (front + backend). Nail the fundamentals first—everything else builds on this.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Technologies"Rufus": "00:02:02""ChatGPT": "00:06:01""Gemini": "00:09:33""Perplexity": "00:09:33""ProductPinion": "00:02:02""Cosmo": "00:21:04""Claude": "00:28:05""Amazon Rekognition": "00:36:30""AWS (Amazon Web Services)": "00:36:30""Azoma": "00:54:36"Studies and Reports"Accenture Study on AI Trust": "00:13:13""Bain and Company Research on AI Usage": "00:16:05""Amazon's Cosmo Paper": "00:30:32"Skills and Features"Skills for Claude": "00:28:41""A+ Content": "00:39:55"Websites"Amazon Seller Central": "00:38:14""Affiliates Media": "00:44:19""ecommbreakthrough.com": "00:54:58"Books"Building a StoryBrand": "00:54:11"Key Concepts"Listings 10, 20, and 30": "00:22:34""Optical Character Recognition (OCR)": "00:39:04"Episode SponsorThis episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript Area:Andri Sadlak 00:00:00 The shift that we're talking about is search engines are becoming answer engines plus action engines. So it's already answer engines. We're already deep in it. Most of the people at least. And action engines is what a lot of people predict is going to happen next because we're going to save our time. We're going to go for convenience and trust AI. We already do, right? The good news you're watching this. So now you know that you need to pay attention. And I'm going to share with you exactly what I need to do.MC 00:00:29 Welcome to the Econ Breakthrough Podcast. Are you ready to unlock the full potential and growth in your business? You've already crossed seven figures in sales, but the challenge is knowing how to take your business to the next lev...
The Watson Weekly for May 18, 2026. Amazon launched a 30-minute delivery to take on DoorDash. eBay shuts down GameStop's bid. OpenAI puts $14 billion behind an enterprise AI play. The Watson Weekly is sponsored by Avalara. For ecommerce brands, tax compliance gets more complicated with every new channel, state, product, and market. Avalara Agentic Tax and Compliance helps automate the work behind the scenes, so merchants can deliver a smoother customer experience — with accurate tax calculation at checkout, clearer visibility into tariffs and duties, and fewer surprises for customers when their order arrives.Avalara works with ecommerce platforms like Shopify, BigCommerce, WooCommerce, and more, helping teams manage compliance faster and scale with more confidence. To learn more about Avalara's ecommerce compliance solutions, and explore resources built for growing ecommerce brands go to avalara.watsonweekly.com for more details.Amazon Now is live. Thirty-minute delivery for groceries and household essentials, starting in Atlanta, Dallas, Fort Worth, Philadelphia, and Seattle, with seven more cities queued up. Prime members pay $3.99 an order. Non-Prime pays $13.99. The strategy is direct. Smaller fulfillment centers in residential zones, aimed straight at DoorDash, Uber Eats, and Instacart.eBay's board said no to GameStop. Chairman Paul Pressler called the unsolicited bid "neither credible nor attractive." The rejection wasn't really about price. OpenAI launched the OpenAI Deployment Company, valued at $14 billion, with $4 billion freshly raised under TPG's lead. The investor list reads like a consulting roster: McKinsey, Bain, Capgemini. The mission is forward-deployed engineers embedded inside enterprises to rebuild workflows. We also break down the Watson Weekly's Shopify three-part June webinar series, The Big Green Bag of Promise, with operators from Stanley 1913, Reitmans, and Marine Layer talking honest numbers on enterprise migration. The webinars are not sponsored by Shopify but by Avalara, Domaine, and Pattern, Register here: https://streamyard.com/watch/ibqNx46Z88BfAnd the Investor Minute: Co-pilot Kit ($27M for an AGUI protocol), Cognizant's roughly $600M Australian acquisition, District's $14.7M seed for community marketplaces, Recharge buying Skio for $105M, and PayPal splitting into three new business units.
You have done it before. You did not mean to. But there it is. Two months have slipped by and you have not sent an email to your database. Your LinkedIn has gone quiet. The blog post you were going to write is still sitting in drafts. You only realised when a competitor’s content popped up in your feed and you thought, oh. They have been busy. If you are running a small recruitment business and your marketing has been stop-start over the last twelve months, this article is for you. We have spent the last week reading through the most recent research from the LinkedIn B2B Institute, the Ehrenberg-Bass Institute, Bain and Company, Gartner, and Forrester. The numbers are striking. And the implications for small recruitment businesses are bigger than most owners realise. What You Will Learn Why the 95-5 Rule shapes every B2B marketing decision you make How trust is built through repetition, not campaigns The four hidden costs of pausing your marketing Why consistent spend delivers 27% more revenue than stop-start spend Four reasons recruitment is especially vulnerable to going quiet What always-on marketing actually looks like for a 1 to 20 person business The 95-5 Rule Let us start with the single most important concept in B2B marketing right now. The 95-5 Rule. This comes from Professor John Dawes at the Ehrenberg-Bass Institute. The research was conducted for the LinkedIn B2B Institute. Here is what it says. At any given time, only 5% of your potential B2B buyers are actively in the market. The other 95% are not buying. They might not buy for months. They might not buy for years. Now think about that in your world. Most companies hire once a year at most. In specialist sectors it is even less frequent. So when we market to recruitment clients, we are mostly speaking to people who are not going to need us this week, this month, or even this quarter. That does not mean the marketing is wasted. It means the opposite. Your marketing has one job above all others. To make sure that when those people do eventually move from out-of-market to in-market, your business is the first one they think of. And here is the catch. You cannot predict when that moment will be. So the only logical response is to always be present. The research goes further. It found that 96% of B2B marketers expect to see results from a campaign within two weeks. But 95% of buyers will not even be considering a purchase for months. We are measuring the wrong thing on the wrong timescale, and then drawing the wrong conclusions when results do not appear. Trust Is Built Through Repetition The second concept that matters here is the Rule of 7. This says that a prospect needs to encounter your brand at least seven times before they have the confidence to make a purchase decision. Some researchers now think the number is closer to 10 to 20 in our current crowded environment. Why does this matter for recruitment business owners? Because trust is not built in a campaign. Trust is built through repetition. Every piece of content, every email, every LinkedIn post is one more brick in the wall. When you stop posting for three months, the wall does not stay where you left it. It starts to weather. Cognitive scientists call this the mere exposure effect. People develop preferences for things simply because they are familiar. Each exposure moves information from short-term to long-term memory. And long-term memory is what drives buying decisions. When you go quiet, you do not just lose new prospects. You also lose ground with the people who were partway through trusting you. The Hidden Costs Of Stopping This is where it gets really interesting. There are costs to stopping that most business owners never see. The algorithm learning tax. When you run ads on LinkedIn or Meta, the platform’s algorithm goes through a learning phase. It takes a few weeks to optimise. If you pause and restart, you pay that learning cost all over again. Cost per thousand impressions can spike by 20 to 30%. You are paying more for the same result. Your warm audience cools down. Anyone who engaged with your last campaign, visited your website, or opened your emails is a warm prospect. If you stop showing up, they cool off. Rebuilding that warmth costs more than maintaining it. Your competitors do not wait. They keep going. They occupy the mindshare you have vacated. By the time you start up again, you are not picking up where you left off. You are starting from behind. Your content asset stops compounding. Content marketing is one of the few things in business that actually appreciates over time. A blog post you wrote two years ago can still bring in traffic today. But only if you have kept the engine running. The 27% Revenue Gap Now we want to give you the number that should make every business owner stop and think. A Marketing Mix Modelling study compared two scenarios. Same business. Same product. Same market. Same total annual budget of 14 million euros. In the stop-start scenario, with monthly campaign pauses, the business generated 163 million euros of revenue. In the continuous scenario, with the same total spend distributed across the year, the business generated 208 million euros of revenue. That is a 27% revenue uplift on identical spend. The only variable was consistency. Bain and Company’s 2025 global research found something similar. The companies achieving the strongest growth, what they call the winners, all share one characteristic. They invest in marketing consistently. The winners delivered twice the average revenue growth of their industries. They did not outspend everyone. They outlasted them. Why Recruitment Is Especially Vulnerable Now let us bring this home to your world, because recruitment has its own version of this problem. We work with recruitment businesses every week, and the pattern is consistent. The businesses with the weakest pipelines are rarely the ones with the worst service. They are the ones with the most inconsistent marketing. There are four reasons recruitment is especially vulnerable to stop-start marketing. Your client buying cycles are long and unpredictable. A hiring need arrives when it arrives. A resignation, a new project, a sudden expansion. If you were not visible in the months leading up to that moment, you were not part of the consideration. The phone simply rings somebody else. Trust is everything. Your product is people, your judgement, your expertise. That kind of trust is not built in a campaign burst. It is built in steady, demonstrable thought leadership. When your LinkedIn goes silent for three months, prospects do not think you are busy. They think you have lost interest. You are managing two pipelines, not one. Clients and candidates. A pause in marketing creates gaps in both at the same time. When client demand returns, the candidate side has weakened too. Recruitment is referral-heavy. Referrals happen when your brand is top of mind at the moment someone is asked for a recommendation. Stop marketing, and you stop appearing in those conversations. What This Looks Like In Practice Here is the pattern we see in the clients we work with. The ones who commit to consistency, even when the market is difficult, even when they are busy with placements, even when it feels like nothing is happening. Six months in, the inbound enquiries start to shift. The conversations get warmer. Clients say things like, I have been seeing your content for a while. Or, we have been meaning to talk to you. That is not luck. That is the 95-5 rule playing out in real time. Those clients were the 95% who were not ready yet. The marketing kept the door open until they were. The businesses that stop and start, who go all-in for six weeks and then disappear for three months, never see that compounding effect. They keep starting over. The flywheel never gets up to speed. The Common Objections We know what some of you are thinking. We cannot afford to market continuously. The data actually says the opposite. Businesses that maintained marketing presence through downturns recovered faster and stronger than the ones who cut spend. During the 2008 financial crisis, the businesses that kept going averaged 3.5% growth. The ones that paused averaged a 7.2% decline. You do not need a bigger budget. You need a sustainable system. Always-on is not about maximal spend. It is about consistent presence at whatever level you can maintain. Others say, we will run marketing when we need leads. The problem is the time lag. The B2B buying cycle is six to twelve months. Content marketing takes six to eighteen months to compound. Platform algorithms need weeks to optimise. By the time your campaign builds awareness, the need has often become urgent. You cannot market on demand when the buying cycle is that long. What This Means For Your Business So what does this actually mean for you, running a small recruitment business? It means three things. Stop thinking about marketing as campaigns. Start thinking about it as an operating system. Something that runs in the background every week, regardless of whether you are busy or quiet. Build a foundation you can sustain. A regular LinkedIn presence. A consistent email rhythm with your database. Content that compounds over time. You do not need to be everywhere. You need to be reliably somewhere. Accept that you will not see immediate returns. The 95-5 rule means most of your work is invisible right now. You are planting seeds for harvests that come months or even years later. The businesses that win are the ones that keep planting anyway. One Final Thought If you take one thing away from this article, let it be this. The cost of stopping is invisible. It does not show up on your invoice. It shows up six months later as a thin pipeline. As warmer competitor brands winning your prospects. As referrals going elsewhere. As inbound enquiries that do not quite happen. Always-on does not mean always selling. It means always showing up. Consistently. Predictably. Reliably. Because that is what builds the trust, the mental availability, and the flywheel that produces sustainable growth. Thanks, Denise and Sharon How We Can Help At Superfast Recruitment we work exclusively with recruitment business owners with teams of 1 to 20 people. For over 18 years we have helped owners build marketing systems that run while they bill, so the always-on rhythm we have talked about above is not an aspiration. It is a working reality. Inside Superfast Circle, our membership programme, you get the strategy, the content resources, and the weekly coaching support to make consistent marketing achievable, even when you are busy placing candidates. If you would like to talk through where your marketing is now and what an always-on system could look like for your business, we would be very happy to have that conversation. The post The Marketing You Stop Doing Is Costing You Most appeared first on Superfast Recruitment.
Ce sont des femmes qui ont été laissées dans l'ombre, invisibilisées, des femmes ordinaires qui pourtant ont fait montre d'une force extraordinaire pour exister, pour survivre et pour transmettre la vie, l'espoir à leurs enfants. Des femmes « potomitan », comme on dit en créole, car elles portent le toit du monde à bout de bras. Un roman leur redonne une voix, un corps, un nom, c'est celui de Yanick Lahens paru sous le titre Passagères de nuit aux éditions Sabine Wespieser et récompensé par le grand prix du roman de l'Académie française 2026. Yanick Lahens est née en 1953 en Haïti. Elle y a fait ses études primaires et une partie de ses études secondaires, avant de partir en France pour son cursus universitaire en lettres modernes. Elle retourne en Haïti en 1977. Elle y enseigne la littérature à l'université d'État d'Haïti et participe, à l'Institut pédagogique national, à la mise en place de la réforme qui contribuera, entre autres, à introduire l'enseignement du créole dans les premières années de l'école primaire. Elle anime une émission culturelle, Entre nous, sur Radio Haïti Inter et publie ses premiers articles sur la littérature et la société haïtiennes. Elle quitte l'enseignement universitaire en 1995 et, après avoir été membre du cabinet du ministre de la Culture Raoul Peck, elle intègre la direction du projet de La route de l'esclave, qui s'intéresse à la problématique de l'esclavage à travers les sciences et les arts, et ce jusqu'à cessation des activités de ce projet en Haïti, en 2000. À la même époque, elle devient membre du comité de rédaction de la revue haïtiano-caribéenne Chemins Critiques, qui a représenté un moment important de la réflexion en Haïti et dans la Caraïbe. Elle a été membre du Congrès international des études francophones, organisme fondé par des universités nord-américaines. Elle est membre, jusqu'à aujourd'hui, du comité de rédaction de la revue franco-haïtienne Conjonction, et publie dans des revues haïtiennes et étrangères. Elle a récemment intégré le conseil d'administration de l'université Quisqueya (Port-au-Prince). À lire aussiRetour « Dans la maison du père », avec la romancière Yanick Lahens En 1998, elle fonde, avec d'autres écrivains, l'Association des écrivains haïtiens, et continue d'animer des séminaires sur la littérature. En 2008, elle met sur pied une fondation qui encadre ses jeunes dans des activités de sensibilisation aux questions sociales. Elle apporte un appui à des associations qui travaillent à la promotion de la lecture, à l'implantation de bibliothèques et à l'organisation d'événements culturels. En 1990 paraît son essai, Entre l'ancrage et la fuite, l'écrivain haïtien (Deschamps, Port-au-Prince), bientôt suivi de deux recueils de nouvelles : en 1994, Tante Résia et les dieux (L'Harmattan, Paris) et, en 1999, La petite corruption (éditions Mémoire, Port-au-Prince). En 2000, son premier roman, Dans la maison du père, paraît au Serpent à plumes (Paris), puis, en 2005, un troisième recueil de nouvelles, La Folie était venue avec la pluie (Presses nationales, Haïti). Toutes ses nouvelles parues – pour beaucoup inédites en France – sont reprises dans un recueil intitulé L'Oiseau Parker dans la nuit et autres nouvelles, paru chez Sabine Wespieser éditeur en mars 2019. À partir de 2008, tous ses livres sont publiés chez Sabine Wespieser éditeur : La Couleur de l'aube (roman, 2008), Failles (récit, 2010), Guillaume et Nathalie (roman, 2013), Bain de lune (roman, 2014) et Douces déroutes (roman, 2018). Dans la maison du père a obtenu le Literatur Preis en 2009 au Salon du livre de Leipzig ; La couleur de l'aube, le prix Millepages 2008, le prix RFO 2009, le prix Richelieu de la Francophonie 2009 et le prix des lecteurs de la ville Vincennes dans le cadre du Festival America en 2010 ; Guillaume et Nathalie, le prix ADELF en 2013 et le prix Carbet des lycéens 2013 ; Bain de lune, le prix Femina en 2014. Son dernier roman, Passagères de nuit, paru à la rentrée littéraire 2025, est lauréat du Grand Prix du Roman de l'Académie française. À lire aussiLe Grand Prix du roman 2025 de l'Académie française attribué à l'autrice haïtienne Yanick Lahens Ses œuvres sont traduites en anglais, en brésilien, en catalan, en japonais, en allemand et en italien. Des traductions sont en cours en norvégien et en espagnol. Yanick Lahens a été honorée par l'organisation de femmes Kay Fanm pour son implication citoyenne en 2007. Par le ministère des Affaires étrangères et l'Organisation de la francophonie en Haïti, par la Haitian Studies Association pour l'ensemble de son œuvre et par l'association culturelle ARAKA. Elle a été la première femme invitée d'honneur de la Foire du livre Livres en Folie en Haïti, en 2009, et a été nommée par la France officier des Arts et des Lettres en 2009. Saluée par le Collège de France comme « une personnalité remarquable de la littérature et de la culture en langue française », Yanick Lahens a donné le 21 mars 2019 la leçon inaugurale de la chaire des Mondes francophones intitulée Urgence(s) d'écrire, rêve(s) d'habiter, diffusée sur France Culture vendredi 12 mars 2021 et à réécouter ici et à lire ici. En octobre 2020, Yanick Lahens est récompensée par le Prix Carbet pour l'ensemble de son œuvre « pour sa contribution à une meilleure connaissance de la littérature et de la culture haïtienne ainsi que de la représentation du monde caribéen ». « Toujours avancer sans se retourner, c'est ce que murmurent à Yanick Lahens les femmes de sa propre lignée dans ce puissant roman des origines, comme arraché à son quotidien à Port-au-Prince. Née en 1818 à La Nouvelle-Orléans, Élizabeth n'a pas reculé quand, victime de deux tentatives de viol, elle a freiné les élans prédateurs d'un ami de son père. Sa grand-mère, ancienne esclave arrivée d'Haïti au début du siècle dans le sillage du maître qui l'avait affranchie, lui a donné un exemple de résistance silencieuse : devenue une commerçante prospère, elle n'a plus jamais accepté de se soumettre au désir d'un homme. Confiante dans la force qu'elle a tôt transmise à sa petite-fille en l'invitant dans la ronde mystérieuse des divinités vaudou, elle n'hésite pas à couvrir sa fuite : Élizabeth embarque pour Port-au-Prince, où nous la retrouverons bien des années plus tard, aux commandes de sa vie, mère d'un homme qui traverse la ville en libérateur. En cette année 1867, rien ne destinait Régina, née pauvre parmi les pauvres, à rencontrer le général Léonard Corvaseau. C'est pourtant à son côté que va se poursuivre sa trajectoire d'émancipation. Avec ce portrait en miroir de deux femmes, ses lointaines grands-mères, qui reconnaissent chacune en l'autre "une semblable, une sœur échappée à la rudesse des conventions", la grande romancière haïtienne nous offre un magnifique hommage à toutes les Passagères de nuit (à commencer par celles des bateaux négriers), ces vaincues de l'histoire dont la ténacité et la connivence secrète opposent à la violence du monde une lumineuse vaillance. » (Présentation des éditions Sabine Wespieser)
The conversation turns to the Dolphins' controversial decision to pass on Miami local standout Rueben Bain in favor of selecting Kadyn Proctor in the first round, with the guys discussing how unforgiving the narrative could become if Bain develops into a star elsewhere. They also break down Miami's offensive line situation, noting the team's commitment to building a massive left side up front. The discussion shifts to former Dolphin Christian Wilkins and what has gone wrong since his departure, including his underwhelming stint with the Raiders and current free agency status. The segment wraps with debate over whether Miami would or should consider a reunion with Wilkins depending on how the market develops.
Hour 3 opens with Alex Donno joining the show as the NFL schedule release approaches, along with more discussion around road trips, Vegas nightlife, and how the Dolphins may need to rely heavily on rookies this season. The conversation quickly shifts to major concerns on defense, particularly at the edge position, where the guys question who will step up and whether Chop Robinson is entering a true make-or-break year for his development. They also revisit the Dolphins' controversial first-round decision to pass on Miami native Rueben Bain in favor of Kadyn Proctor, debating how damaging that storyline could become if Bain develops into a star elsewhere. The hour continues with talk about Christian Wilkins' departure from Miami and whether a reunion would ever make sense after his time with the Raiders, before closing with broader NBA chatter around LeBron James' future, including speculation about potential retirement or a return to Cleveland, Miami, or Los Angeles, along with a quick update on Miami Hurricanes recruiting
In today's Tech3 from Moneycontrol, Sarvam AI is close to raising a record $300 million round led by HCLTech, potentially making it India's largest pure-play AI startup funding deal. Startup IPO lock-ins worth over Rs 2.3 lakh crore enter unlock season, setting up a fresh wave of investor exits. Uber expands its India engineering footprint with large tech hubs in Bengaluru and Hyderabad. And Oracle revokes campus offers at IITs and NITs amid global restructuring, leaving students scrambling for new opportunities.
Send us Fan MailEveryone wonders what comes after consulting, but the exits aren't talked about.In this episode of Consulting Unpacked, Jenny Rae (ex-Bain) breaks down the 5 most common exit paths – and why consulting opens more doors than almost any other career move.Resources:Create a free profile + access the Job Board (1K+ jobs)Create a free MC account to access foundational resources and start building your consulting skill set todayBook a free 15-minute call with Katie to talk through your specific situationConnect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
Greetings Glocal Citizens! This week on the podcast it's an NYU affair with a side of Columbia University, Harvard University and UCLA. I first met my guest as fellow New York University students/alumni in the late 1990's, at a time when slam poetry was beginning to reaching global audiences with influences from hip hop music and other activist movements. Fast foward after more than 20 years to earlier this spring when our paths crossed again at an event hosted by fellow Glocal Citizen and Director of NYU Accra, Chiké Frankie Edozien - The Labone Dialogues. Bryonn is a poet, actor, prison activist, playwright, scholar, author, hip hop artist and professor of African American Studies, Theater, Film & Television, and World Arts & Cultures in the School of the Arts and the School of Law at the University of California at Los Angeles (UCLA). Playing over 40 characters, his one-man show, LYRICS FROM LOCKDOWN, won “Best Solo Performance” from the LA Weekly and the NAACP. Executive produced by the late and great, Harry Belafonte, the show tells stories of wrongful incarceration through spoken word poetry, hip hop theater, calypso, comedy and classical music. He founded the Prison Education Program at UCLA in 2015 and in 2019, the program and his performances at the Kennedy Center for the Performing Arts were featured on the debut episode of LA Stories, which won an Emmy Award. His work has been featured on a diverse range of stages including the Apollo Theater, Carnegie Hall, Lincoln Center, The Public Theater (NYC), National Black Theatre (Harlem), NJ PAC, The Actor's Gang Theater (Culver City), Los Angeles Theater Center (LATC), Festival de Liege (Belgium), M-1 Theater Festival (Singapore), Universidad de las Americas (Mexico) and Muteesa Royal University (Uganda), Rikers Island (New York), Marion Prison (Ohio), TEDX at Ironwood State Prison and Sing Sing Prison. He has performed at over 250 colleges and prisons in the U.S., Africa, Asia, Latin America and Europe. And soon in Ghana! Where to find Bryonn? https://www.bryonn.com On LinkedIn On Instagram What's Bryonn reading? A Survey of Muhammad Ali Biographies What's Bryonn watching? Concerning Violence What's Bryonn listening to? Blues Women Other topics of interest: What is a Calypsonian About Veteran Black Panther Jamal Joseph About Akuse Prison in Ghana 90's music roll-call - The Fu-Schnickens, Digital Underground, Tupac Shakur About Pedro Noguera About Delroy Lindo Sinners the film About Michael A. JordanSpecial Guest: Bryonn Bain.
Rick Stroud and Steve Versnick on the Rays taking 2-of-3 from the Red Sox and they now have the best record in the American League, and 2nd best in baseball. Can the Rays sustain this run? Plus the Bucs rookie minicamp had 2 standouts, Rueben Bain Jr. and Ted Hurst. Hosted on Acast. See acast.com/privacy for more information.
Hour 2 opens with NBA Playoff reaction as the New York Knicks sweep the Philadelphia 76ers, sparking debate about what it means for the Eastern Conference and how injuries continue to define Joel Embiid's postseason legacy. The conversation also turns to whether the Knicks are legitimate Finals contenders after their dominant run. Joe then reacts to former Hurricanes standout Rueben Bain Jr. drawing attention in Tampa Bay, praising his nonstop motor while noting frustration from some Miami Dolphins fans who still question the decision to pass on him for Kadyn Proctor, with Joe believing both players can still succeed at the next level. Omar Kelly joins to break down Dolphins rookie minicamp, highlighting key position battles, defensive concerns, and a developing backup quarterback competition, before the hour wraps with Hollywood's Headlines covering the biggest and most unusual sports stories of the day.
The conversation wraps up Miami Dolphins rookie minicamp and the early tone being set for the season, with conditioning work signaling a more physical approach in practices moving forward. The guys react to former Miami standout Rueben Bain Jr. looking dominant in Tampa Bay and discuss the chip on his shoulder after sliding in the draft and being passed on by the Miami Dolphins, especially with some fans wishing he had stayed home. Instead, Miami addressed the offensive line by selecting Kadyn Proctor, a move that drew mixed reactions as the team prioritized protection up front. The segment also touches on the quarterback shift to Malik Willis with Tua Tagovailoa now in Atlanta with the Atlanta Falcons, along with disappointment from some fans that Miami didn't select more players from the University of Miami
Lisa Bain always had a heart to serve others. She stepped out and served in th non-profit sector for 25 years. However, there was a detour she didn't see coming - getting pushed out from the organization she founded. Listen as Lisa shares about the mountain top and valley experiences and ultimately how it shaped her to be the leader she is today!Want to become a partner?www.faithignite.us/donate
Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/ AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds
This episode continues our investigation into the potential wide-ranging implications of advanced AI for economics.Traditionally, value is said to be created by a combination of capital, which covers the cost of materials and equipment, and labour, whereby humans exercise skills, ingenuity, diligence, attention, and more. What has been a constant debate is the appropriate division of rewards between capital and labour. Critics of the operation of capitalism have often predicted that an accumulation of value within small groups of owners of capital will cause economic instabilities and a subsequent collapse. Despite these forecasts, capitalism has, so far, demonstrated great resilience, defying predictions of its collapse. But if human labour is increasingly displaced by advanced automation, the balance of labour and capital will be fundamentally changed, and capitalism will come under unprecedented pressures.That's the thesis of our guest today, Ted Shelton. David first met Ted about 25 years ago, when Ted was Chief Strategy Officer of the software development tools company Borland, and David was an executive within the early smartphone industry. Since that time, Ted has worked for a variety of companies in and around Silicon Valley, including PwC, Cognizant Technology Solutions, Catalytic, Bain, and Inflection AI. Recently, he has been giving a great deal of thought to where AI is taking the economy.Selected follow-ups:Ted Shelton's posts on LinkedIn"On the Transformation of Capitalism's Fundamental Assumptions Under Conditions of Scaling Machine Intelligence" - working paper by Ted Shelton"The Industrial Economy Is Ending. What Comes Next?" - by Ted SheltonThomas Piketty's book "Capital in the Twenty-First Century" - WikipediaNicholas Eberstadt's book "Men Without Work: America's Invisible Crisis" - WikipediaRichard Sutton's essay "Bitter Lesson" - Wikipedia"Technofeudalism" - articles by Yanis VaroufakisMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain DeclarationC-Suite PerspectivesElevate how you lead with insight from today's most influential executives.Listen on: Apple Podcasts Spotify
Big O talks Bain and Dolphins Fans Pain 050826
Hollywood's Headlines begins with Rueben Bain Jr. making a major impact off the field by giving back to a local elementary school, donating a reward room and essential supplies for students. The conversation then shifts to the business world, where bowling giant Lucky Strike Entertainment is facing a class action lawsuit amid ongoing concerns about the struggling bowling industry. Attention then turns to Tyreek Hill, who is back in court over an alleged domestic abuse case while also becoming a talking point in free agency discussions about where he could land next. The segment wraps up with a look ahead to WWE Backlash this weekend.
Send us Fan MailSebastian is a Purdue junior with Bain interviews coming up. He ran a full first-round Bain case live – and after every section, coach Mitali stopped and told him exactly what worked and what he missed.Mitali spent 5 years in consulting, including as a senior consultant at Bain in London. She's coached 350+ people into MBB and used to interview candidates herself – so she knows what Bain is looking for.You'll see:Why "financial vs. non-financial" is too generic for Bain – and what to say insteadHow to read an exhibit the way Bain wants it doneThe math mistake Sebastian made live – and how he recoveredHow to give a final recommendation backed by the numbers, not your gutCoaching with Mitali:Join the Black Belt case prep program for personalized coaching with Mitali and a prep strategy tailored to your goals and timelineConnect with Mitali on LinkedInResources:Create a free account to access Case Interview Foundations – a 7-day case interview crash courseWatch more McKinsey, BCG, and Bain case interview demos on YouTubeFree Consulting Prep Just Got a Whole Lot BetterCreate a free MC account for access to step-by-step learning pathways, a brand new case prep course, and more. Download the MC app to prep anywhere.Connect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
We kicked things off with the Marlins ending their losing streak and taking down the Orioles on a walkoff last night! Despite being far removed from the NFL Draft Tobin and Brittney are still sulking over Reuben Bain after he wears a Warren Sapp jersey to his signing… absolute GOOOOOSIES! The guys throw some shots at Draymond Green after his “jokes” about Chhuck… you are not who you think you are, Draymond!
We run through the NBA and NHL playoff schedule; and Tobin must share his disdain for teams and coaches still left in the playoffs. We wrap things up with letting everyone know they should come out to our special event tomorrow night at Tabacone Cigars and Spirits at Plantation Walk! And Tobin shows everyone a video of Rueben Bain wearing a Warren Sapp jersey; him and Brittney sulk about it while Leroy of course tells them to get over it!
What does it take to consistently drive revenue growth in private equity in a market where traditional levers are exhausted, buyers are more independent than ever, and go-to-market has become the primary driver of value creation?In this episode, host Linnea Jungnelius sits down with AJ Gandhi, one of the most experienced go-to-market operators in private equity. Having worked across more than 100 companies—from Bain and Alexander Group to Salesforce, RingCentral, and Marlin Equity Partners—AJ has built and scaled commercial engines at every stage of growth.From why go-to-market performance doesn't break, but drifts, to how the best companies dominate their core before expanding, to what separates pipeline activity from real revenue progression, AJ breaks down the systems anddecisions that actually drive growth.For private equity investors, CEOs, and operators, thisconversation reveals what it takes to engineer go-to-market as a system, and why revenue growth is now the most underleveraged (and most critical) lever in value creation.What You'll Learn:• Why go-to-market performance rarely breaks, andhow it quietly drifts over time• Why “dominating the core” is the most overlooked growth strategy• Why marketing is the most underinvested (and misunderstood) function in PE-backed companies• The two go-to-market models emerging in private equity and which one is winning• Why fragmentation is the biggest constraint on growth• How to align go-to-market around systems, not silos, to drive predictable outcomesTimecodes00:34 Guest Intro: AJ Gandhi, Go-To-Market Private Equity Value Creation1:24 Before AJ Sold Anything, He Sold Berkeley3:11 Learning the Science of Sales 11:00 Selling to Skeptical Sales Leaders 15:24 Why You Should Never Hire the Oracle Rep 17:03 Enterprise Selling Lessons From Salesforce 20:41 What Holistic Go-To-Market Actually Means 22:40 The EQ Awakening 23:14 Building GTM From Scratch at Marlin 29:00 Why Go-To-Market Is Now a Valuation Issue 33:54 Why Go-To-Market Drifts Before It Breaks 36:38 The #1 Lever PE Firms Overlook 40:00 STEER and PISTON, Explained 47:33 Peak Performance 48:35 Sources of Inspiration 49:28 Advice for the Next Generation 52:01 Lightning Round: Personal ReflectionsResources:AJ Gandhi: LinkedIn: https://www.linkedin.com/in/anjaigandhi/Linnea Jungnelius:LinkedIn: https://www.linkedin.com/in/linneajungnelius X: https://x.com/itslinneaExplore the Podcast:Spotify: Apple Podcasts: Blog: Found Value?
Send us Fan MailHe got McKinsey and Bain interviews and practiced 30 cases with friends – but didn't make it past round 1.Overconfident Ollie is a target school student with every reason to be confident. He joined Black Belt, made a plan – then mostly went at it alone. His KPI was cases completed and when MBB's first round came, his floor wasn't high enough.Katie and Japheth break down what went wrong, what's at stake if the approach doesn't change, and the specific steps Ollie is taking to rebuild before the next round of deadlines.Why casing volume without feedback builds false confidenceWhat peer casing can't tell you – and why a coach canThe "floor vs. ceiling" principle that defines where most candidates fall shortThe May Black Belt cohort closes Tuesday, May 12 (limited spots). Learn more and join.Resources:Join the May Black Belt cohort (see coaches)Book a free 15-minute call with Katie to map out your best pathCreate a free MC account to get Case Foundations, a case prep crash courseConnect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
Hollywood and Omar Kelly open Hour 4 with light conversation around Cinco de Mayo plans, as both share how they're spending the day with their kids. The conversation then shifts to sports media, where the return of Skip Bayless to First Take sparks a debate about how networks constantly recycle personalities for ratings and how the Bayless-Stephen A. Smith era still stands as the peak of the show. That leads into broader entertainment talk, including the surge of sports documentaries, renewed interest in OJ Simpson projects, and even frustration with rising travel costs as flight prices continue to climb and Spirit Airlines goes out of business. The focus then turns back to football, where Omar Kelly addresses the Dolphins passing on Reuben Bain for Kadyn Proctor in the draft, explaining that the new front office is prioritizing size, physicality, and long-term evaluation over public opinion, while also noting both players will be linked for years and that Miami's trade-back strategy added valuable assets. The hour wraps with a sports media angle out of Toronto, where a new Maple Leafs GM faces intense scrutiny in his introductory press conference, leading to a discussion about the challenges reporters face when asking tough questions in high-pressure environments
https://youtu.be/oPA1dSUab9Y James Green, CEO of Cognome and former Pixar executive under Steve Jobs, is driven by a deep curiosity and a pull toward ideas that can create massive impact. From early internet ventures to mobile innovation and now AI in healthcare, James has consistently aligned himself with transformative trends. In this episode, he shares hard-earned lessons from scaling multiple companies and introduces a simple but powerful framework that explains why many startups struggle to grow beyond their early stages. We explore James' 3-Stage StartUp Growth Framework: Whiteboard Phase, PowerPoint Phase, PDF Phase—a model that captures how organizations must evolve as they scale. He explains why early-stage chaos is necessary, how structure begins to take shape in the middle phase, and why standardization becomes critical at scale. James also dives into the toughest leadership challenges—especially making difficult people decisions—and shares why aligning with strong market tailwinds and creating “pull” from customers is essential for sustainable growth. — Grow Your Business in 3 Phases with James Green Good day, dear listeners. Steve Preda here with the Management Blueprint, and my guest today is James Green, the CEO of Cognome, a health tech company that is solving the problem of how to manage different AI models that are being deployed in healthcare today. Earlier, he worked as a vice president at Disney. He worked directly under Steve Jobs at Pixar, and he has had at least six other CEO roles in ed tech, media, and healthcare. Welcome to the show, James. Thank you very much. Delighted to be here. Yeah, super excited. And Steve Jobs—you don't often have people that have known Steve Jobs now even Tim Cook has resigned. Yeah. Yeah. And it’s 13 years, I guess. Steve Jobs is being gone. So what was it like working with the man? Was he a difficult boss? First of all, most of the things you hear about him are accurate. So it’s not one of these things where you hear a lot about Steve Jobs and actually the man was totally different. So most of what you’ve heard is true. And I’ll give you one short anecdote sort of before we go on, which is something that I always found incredibly impressive about him. When you work for him, if you disagreed and said, “Hey, you want it to be white, I want it to be black,” without hesitation he would say something like, “Here are seven reasons why you're wrong.” First of all, before we go into those seven reasons, what’s impressive about that is he had a number and he stuck with it. And it happened in seconds and he didn’t know before. So if you think about that, it’s hard to keep all of that in your head. So the guy was just super, super clever. And then he would list them 1, 2, 3, 4, 5, 6, 7, and you’d be out. Like it’s done. It’s like, “Oh, damn.” So yeah, he was unbelievable human, and it was an honor and a privilege to have worked with him. Yeah, well, that's awesome—to talk to you, having worked with him and having some direct experience. Definitely not an easy boss when he has seven guns to shoot you down. Yeah. But there's a lot to learn. I mean, you learn the most from these kinds of bosses. Yeah. So let's get into the question—which is normally the first one, but this is the exception: What is your personal “why,” and how are you manifesting it in Cognome, James, and in your previous jobs? Yeah, I've thought about this a lot. I've tried to come up with what my “why” really is. And what I’ve come up with is I can’t help myself. And I’m going to go through examples of it and what I mean by that. I pay a lot of attention to the world. I pay a lot of attention to what’s going on. I get very seduced by new ideas and new things and things that I think will have big impact. And once I start thinking about it and thinking about what that impact is, I cannot help but start getting involved in it. That sounds very abstract, so I want to try to make that super concrete. So when I was working at Pixar, for example—the internet was being born. This is the late '90s. I couldn't help myself. I started an ad-serving company called Sabela Media. That company got sold to 24/7, then to DoubleClick, which later got acquired by Google. So the internet was there. I had to do it. I had to have something in it. Then after that, I was thinking about what to do next—and mobile phones, if you remember, were still flip phones, mostly used for texting. The second company that I did was putting content onto those phones. It just seemed obvious to me—I couldn't help myself. I saw the opportunity, and it clearly worked. That company was called GiantBear. It was sold to BlueCora. After that, there was this crazy innovation going on in television of all things with effects. Now, again, we take these things for granted. We’ve got AI creating things all day long, back in the day, we didn’t. So I ran a company called PVI, which is famous for inventing the first-down line you see in football games. So that was kind of the very first virtual object you saw in live things. Again, it may seem like, oh, that’s an everyday event, but back in the day it was totally not. And I think it opened up football to many more people—you no longer needed the chain crew to understand what was going on. And then if we fast-forward—there are a few things in the middle, but I don't want to bore everyone—to where I am today at Cognome. I even wore my little Cognome shirt so I could advertise it throughout the podcast. Yeah, that's smart. I have to do that. AI is clearly the big thing today. But for me, intellectually, it's not enough to just say, “I'll do an AI model,” like everyone else. For me, healthcare is one of the areas that AI will have the biggest impact with. Healthcare for a lot of reasons has been a laggard technologically for specific things about how they store data, so it hasn’t been adopted things like multi-tenant SaaS, because the data has to stay local and things like this. So AI will revolutionize it. And AI will make decisions about whether people live or die, right? So it's really consequential. And for me, the question is—how are you going to manage that? That's a super interesting intellectual opportunity. And so Cognome ExplainerAI. So my “why” is: what's going on, what's interesting, and what's changing the world? And the beautiful thing about that is you get a “rising tide lifts all boats” situation. You're not fighting against a trend—you're moving with it. The whole world is rising, and you can be part of that. That’s sort of my “why”. Yeah, so basically—in other words—it's about coming up with revolutionary ideas and implementing them? Yeah. I mean, I want to make an impact in the world. I want to make a difference. I'm not a very religious person—in fact, not at all. So I believe our time here is limited. I want to make a difference. I want to be part of what's going on. So yeah, that's my “why.” Yeah—tapping into trends. Well, that’s great. I mean, don't know if it's a “why,” but making the most of the opportunity to be here and maximizing impact—that's a huge one. Love it. Yeah. STEVE PREDA: So let me segue to the next one. This podcast is all about frameworks. So the objective here is what’s a shortcut that you can teach the listeners that they can implement in their business? So what is your “shortcut” to success? Maybe “shortcut” is the wrong word. What is the framework you use to interpret the world, understand it better, and make decisions? Yeah, this is another thing I struggled with a little bit. So I listened to your questions, and I tried to make my answers really personal. I'm trying to be authentic—this is what I actually do all the time, as opposed to this is what I’m doing at the moment, or this is what I did for a second. The truth is, frameworks come and go. There are a lot of frameworks out there. I've probably used 15 different sales frameworks. I mostly operate in the B2B world, so there are lots of frameworks you can use—for example, in sales. But I tried to think of something more consistent—a framework I've used across every company I've worked with, all the time. And the one I always come back to is about growth. So what I want to talk about is: how do you manage a company that's going through growth? Because it's not obvious—and I do have a framework for it. And unlike some of the other frameworks—like something McKinsey, Bain, or someone’s invented this framework and you are adopting it. This is really pretty personal to me, and I’ve adopted various little things about it. There are these two ideas that live in parallel. One is in the sales process, where I think companies go through this idea of, I call it a Whiteboard sales process, a PowerPoint sales process. And forgive me for being a little dated, but a PDF style process, something you can’t change. And at the same time, they go through these stages where you are a small company, a medium-sized company, and a larger company. Think of it roughly as fewer than 12 people, then 10 to 75, and then 75 to 100 and beyond. And I’ve managed all of these sizes. And what’s interesting about these is that if you don’t have a framework to manage yourself through these stages, you’re going to fail. You as a leader will be replaced. I personally have replaced leaders who cannot go through those kinds of things. One of the things I've done in my career is act as a sort of hired gun for VCs. They make an investment, and then they bring me in to replace the founder if they haven't been able to navigate that growth stage. And so the framework works like this. When you're starting a company—what I call the “whiteboard” phase—what you're selling is a little different every time. And the consequence of that inside the company is everyone is doing everything. It’s a little chaotic and it’s okay. Like, less than 10 people, it’s okay. It’s okay that the finance person is doing a little selling and the engineer is doing a little marketing. It’s okay, because you only have 10 people maybe. When you go into a client, you are sort of inventing yourself as you go. There's always that first client where you're saying, “I think we should do this. This is how I'm going to help you make money, save money, or do something better.” You’re figuring things out. Yeah. And maybe there's some pivots in there. Maybe there isn't. Not everyone gets to be Google and get it right the first time, but you’ll see. In the end, you start getting things right. And then you go through what I call the PowerPoint phase. So what this is—you now have more than 10 people. It kind of isn't okay that the sales guy is doing finance, or the engineer is doing marketing. You actually have people in their swim lanes. I call it the PowerPoint because you've built PowerPoints, so you’ve got slides that you can use and it’s replicable. Guess what? You tend to tweak them for each client. You are still—you know what—the way you're selling to… I don't want to make a stupid example up—Home Depot is still a little different than selling to Lowe's. You know that—even though it should be exactly the same—it's still a little different. You're tweaking it each time. You're moving slide three to slide seven. Sometimes you don't show slide 10. You're still tweaking it. Yeah. I relate to that. And your organization is structured, but not completely rigid. Everyone still knows each other in the company. It's up to maybe 50—I think it maxes out at about 75 people. But every single person in the company knows each other. They’re all collaborating. You don’t need a lot of structure inside the company because there’s sort of culture in there to hold everyone together, right? And then you get to the third stage, which I call the PDF stage—where you've figured it out. You sell the same thing. Maybe you have three PDFs because you're selling in three verticals. But you go into a client—this is the thing—and it never changes. Slide one is always slide one. Slide two is always slide two. Slide three is always slide three. And you have maybe a hundred people in your company. And by the way, now you have levels. So not everybody knows everybody. And as a CEO, I have my lieutenants. My lieutenants have people working for them. And I sort of feel like everyone can manage—I don't know—five, six, seven, eight people. More than that is difficult unless the roles are not very sophisticated. So you need this management layer, which separates the CEO from the rest of the organization. So you need a lot more structure. And as you go through these three phases—and they're really different—a tragic thing happens. It happens all the time. The person who was so helpful in the whiteboard phase, who was your go-to person, they don’t make it in the third phase because they’re a generalist. They liked the chaos. They liked being able to have their foot, and they’ll complain to you. They'll say, “Why aren't you listening to me?” It's an engineer saying, “Why isn't sales listening to me?” Dude, you're an engineer—stick to your knitting. Like, no. And this culture goes through every single company I’ve ever run. Most of them have gone through these three phases—small, medium, and large. And one of the things I try to do with employees in these phases—and this is part of the framework—is to give them a huge amount of latitude to see if they can succeed in the phase. So, to give them the freedom—if you're being blunt—to give them enough rope to hang themselves. And if you're being kind, to give them the freedom to be who they are, to be the best they can be, and to support them—not control them. And so, if you are aware of this framework as you grow, and you give that latitude, and you hire smart people, then you can see which ones you keep and which ones you don't. And honestly, the worst and hardest part of managing through growth is that selection and weeding-out process—of the people who worked in the first stage but don't work in the last stage. So that is the only kind of framework for me that has stood the test of time. It has worked in media, worked in healthcare, and worked in various other places. Does that make sense to you? Does it resonate with you? Absolutely. And I was just working on a chapter in my new book, and I was actually writing about this very idea—why some companies are never able to grow, because they are not able to make these decisions, these painful decisions, as you described. Super painful—the worst. It’s the worst part. Firing people is the worst part of being a CEO. If you enjoy that, you’re a bad CEO. You want to have a positive environment, so you want to everyone have a good time. And when there’s growth, usually there’s incredible optimism and great culture. So any CEO who enjoys that process is not a good CEO. Yeah, that’s so true. This is kind of a difficult thing. You have to be ruthless to some degree. You do. Yeah. That's why this framework has helped me—and it's helped me be gracious and kind to people. Let's just call her Jane, right? A totally fictitious person. But you can go to Jane in stage three and say, “Jane, do you remember how much you loved it in the first phase?” I'm going to give you some time here. You are going to leave, but I'm going to give you some time to work on a special project. But you also need to find your next startup—because you love that environment. And I am going to put this bureaucracy in place, and you're going to fight it until the day you die. So I can't have you here—I just can't. I can give you this little thing to do and you can have some weeks to go do that and give you some time, but the framework helps you be gracious and helps you make those decisions as you grow. That’s an amazing framework. This is really unique. We've recorded, I think, close to 400 episodes with different frameworks—and this hasn't come up. Nothing similar has come up. Woo-hoo. Love it. So where are you now in your business? Which phase are you in? I am in between the whiteboard and the PowerPoint phase. Maybe because I'm an optimist, I'm going to say I'm in the PowerPoint phase. But I know there's still part of me that's drawing things on the whiteboard. We have 12 people, so we're just at the edge of growing out of that phase. I don’t have that layer in the middle. We have half a dozen clients. I suspect that by the end of this year, we'll be fully in the PowerPoint phase. And it'll be another 18 months after that until we get to the next stage—and that's assuming we continue to grow. I mean, my whole raison d'être is to find these really special things, grow them, and make an impact. So let’s hope that happens. Yeah, well, you've had some practice in your previous six CEO positions, so I'm sure you'll figure this out. So what drives growth in your business? Yeah, this goes a little bit back to phase one. So I've picked an area that's growing by itself. I mean, AI—there are more and more models being deployed in hospitals. Hospitals are growing. The number of models deployed in them is growing at about 2.2 times the rate of the general population. So good for me. There are federal regulations coming that say you need to control what your AI models are doing. That's also good for me. It's a lovely day when regulation is good for your business—it usually isn't. But it's not unusual in healthcare. If you look at electronic health records, that was driven by government regulation and funding. So this is a little bit like that. Federal, state, and other institutions are driving this trend. And then there are things happening inside healthcare organizations themselves that we can tap into. I always think that when you're selling, you should have a good story. So I'm going to tell you the kind of story we use. When we meet with a chief information officer, we tell stories like the ones I'm about to share. And this really helps us tap into that growth. Because part of growth in a B2B environment is having a strong sales team, good engagement, and solid frameworks—like: do they have budget? Are you talking to the right decision-maker? All of those kinds of frameworks, which to me are more tactical—I've used a lot of them. But we go in and say things like: “Have you ever experienced a situation in radiology where a new model was released and no one told you about it—and now you have to monitor it?” This is happening. And they're like, “Oh my God—yes.” And then they tell you a story about it. And then you say, “What about that note from CMS?”—that's the organization that runs Medicare and Medicaid, for those not in healthcare. “Did you hear that they're coming down to audit some of your peers?” And they're like, “Oh my God—we just got notice that we're being audited.” And then—how about your board? How's your board doing? Are they coming down and saying, “What are you doing in AI?” So you try to tell these stories and then you create this tension, where they have to grow and they have to control, and then that’s where we come in. We can help all of these companies manage all of these models. What we do—we have this product called ExplainerAI. We tap into the underlying data from the electronic health record—the EHR, or medical record. We tap into the models—the front end—and the logging files behind them. And then we can tell whether the model is exhibiting drift, and how it's performing across different areas. That could be geographic areas, or demographic areas. Is it performing the same with young men and older women? Is it performing the same over time? Is it degrading? Is it releasing personal health information when it shouldn't? Is it hallucinating, if it's an LLM? That’s what we do. And then we can send alerts out to people, saying, “Hey, listen, this model is making shit up right now, you need to deal with it.” And then they can talk to the vendor and handle it. So we're in a good space. And so growth is, to some extent, this idea of a rising tide lifting all boats. I've picked an area that's growing, so I can grow with it. And then part of it is being connected and having a good way of engaging with people who are buyers. And so we have these stories that we tell in our decks about how we help in these situations. Have you had to pivot between the original idea and where you are? Yeah, we have. And for anyone who's listening and thinking, “Oh my God, I'm going to have to pivot,” I use Google as my favorite example of someone who just got so lucky. They were like, “We're going to have this little thing that searches the internet,” and they never really changed—until they got so big they could do more. That is the exception, not the rule. And what’s interesting about the way we started is it’s still a core differentiator for us—we started with the ability to take data from an EHR, from a medical record, translate it, and store it in a common data model. It's called OMOP. It's the most common way that researchers structure this kind of data. And we thought this technology would be widely adopted by researchers. We have contracts with people like Hopkins, Ohio State, NYU—big institutions—but it's not big enough. It’s not going fast enough. What it does do, though, is for our ExplainerAI, it gives us the technology—it's a moat—to connect to the source of truth, the electronic health record, so that you can get actual outcomes versus predictions. Many models cannot get the actual data out of the EHR. So they just say, “This is my prediction, this is my prediction, this is my prediction.” And over time—that's fine, those are predictions—but how do they actually compare to what really happened? Yeah. What actually happened? And because of where we started, we have a way of efficiently and accurately getting that information. So it is still the bedrock. But it's definitely a pivot. And then you basically put an AI layer on top, and that's great. And how did you know when to pivot? How do you reach that tipping point? How do you know this is the moment—you have to pull the plug on this because it's not working? First of all, I think on a personal level, I'm always late. So I think I could always have made this decision earlier. If I'm being self-critical at a high level. And I don't think I have a clean answer—but I'll tell you how I've done it. If you have a better way, I'd love to know. It’s about sales engagement. So you go to a hundred people, you have a hundred meetings, and you sell to two. That's not good enough. It's just not good enough. And those two are complaining. What you want to see in a product—and I think this is true of all great products, especially today—I use examples like Facebook and Tesla—is that products are pulled, not pushed. If you still find yourself, after nine months, pushing—and you don't have the momentum where your product is being pulled—you're wrong. You need your clients to be making referrals, and you need to be pulled into deals. In today's advertising and marketing world, it's too noisy. Maybe back in the seventies you could do it, but now it's just too noisy—especially in B2B. There are so many people selling to the same buyers that they need to hear about your product from others, have people around them recommending it, and pulling you in. There's some time—and I usually take closer to a year, which is long. It would be better for me to do it in six months or even three months. I haven’t found a way to do that where you pivot if you’re just not getting traction, basically. Yeah, okay. I love it. So what's one thing in your company that you're trying to figure out right now? One thing in my company that I'm trying to figure out right now is how to further ramp up sales. I'm cheating a little bit here, because I think we may already have it figured out—but leaving you with an unanswered question isn't very helpful. So we were having—and still are, to some extent—problems getting ExplainerAI rolled out. People were interested in it, but they wouldn't buy. So we tried to figure out why. And one of the things we found is this: For those of your listeners who may not know, healthcare is probably the largest portion of GDP in the country. Buyers are very large. We don't always think about it this way, but if you do—everyone goes to the doctor. It affects 100% of the population. And these large institutions—a hospital is usually a multi-billion-dollar organization—and there are about 6,500 of them in the country. So we've got 6,500 multi-billion-dollar companies in this country. It’s crazy, right? They don't want to buy from small companies—they want to buy from big companies. This is one of the things we found out. So we get to the finish line, they say yes—and then no one tells you the truth, right? No one says, “I'm not buying from you because you're small.” But we ended up figuring it out through triangulation. So we've been building partnerships. We started with Intel. We made some of our models work on Intel CPUs, and I'm actually pretty proud of that work. For the nerds out there—we're working on Xeon 6 chips, the Granite Rapids chips—running locally deployed LLM ensembles. Think of it as models like Qwen and LLaMA running inside their chips—what I'd call small-to-medium language models, not large language models. Up to 32 billion parameters, running on a CPU, not a GPU. So that’s a big deal. Intel loves us, and we've been able to leverage their ecosystem to have their partners sell our product. So now you've got HPE selling ExplainerAI. You've got Lenovo selling ExplainerAI. And probably my favorite partner—love you, ePlus, if you're listening—I think you're the best. They're a Fortune 1000 reseller selling ExplainerAI. So now we have large companies selling our product, and that's starting to come to fruition. Now, it's not solved—my revenue isn't going boom yet—because if it were, I'd be firmly in the PowerPoint phase, heading toward the PDF phase. But it's looking really good, and I'm very excited. Cognome Inside. There you go. Cognome Inside—yes. Cognome Inside. Intel Inside—for those of you who remember. Yes. Love it. Okay, so before we wrap up, I have one more question for you: What is a question that entrepreneurs should always be asking themselves? I think the hardest thing about being an entrepreneur is dealing with the amplitude of the variance that happens inside it. There are incredibly high days, and there are incredibly low days. There are days when you don't even want to get out of bed in the morning. You don't have many clients, and one of them has just told you that you're a complete moron. Even if you've got the best product in the world, if you're in the whiteboard or PowerPoint phase, you're going to make mistakes. You just are. No one's perfect. And there are days when some combination of a client, an employee, or the product—something has failed, someone has left, something isn't working—and you feel awful. So what I'd say to entrepreneurs is this: if you really are an entrepreneur, it is your personality that you can still get through those and wake up in the morning and say, I believe in this. I know I can do it. I can keep doing it. And one of the things that I think separates an entrepreneur from someone who isn't is this: When I go through these moments, I ask myself, “What's the worst that could happen?” And I usually start with: “Is anyone going to die?” And the answer is almost always no. No one's going to die. So it’s not that bad. And by the way, I remember giving that advice to a young person once—and I saw their face go white. And I thought, “Oh, that's not an entrepreneur.” That's the kind of person who hears that and thinks, “Oh my God, really? You think about the worst thing that could happen so you can deal with it?” And I'm like, yes. Does that apply to the company itself? Is the company included in that “worst-case” question? To me, the next step is: is an individual going to die? That's a higher stake than whether the company is going to die. But yes—is the company going to die? That's part of the thinking, because you're going through all the consequences. Am I going to lose all my money? Is the company going to fail? Those are escalations of that thinking. But to me, company death is less tragic than a human death. Yeah, true. Not everyone might agree with that, but I think so. You can try again. Yeah. Start another company. Yeah, exactly. Anyway, your question was: what is a question that an entrepreneur should always be asking themselves? For me, turning that upside down and inside out—it's: what's the worst that can happen, and can you get through it? Are you able to get through it? Do you have the drive and the imagination to keep going? That's the question I've continually found myself asking, as opposed to any other kind of existential question. And I think some of the other questions are not always the right way to look at it—like“Is this the best business?” Because there's a very big difference between an entrepreneur and an investor. An entrepreneur has to keep going, while an investor might quit. Investors, they’re playing the portfolio game. They can say, “That's not working—I'm dropping that and keeping this.” As an entrepreneur, you can't really play that game with your time. I mean, Elon Musk is running four companies—so okay, fine—but most of us aren't. Most of us are running one or two, and we need more tenacity to make it work—to pivot or to find another path. That's a really big difference between an entrepreneur and other kinds of people. And it's why I've kept doing it. It comes back to the very first question: why do you do this? I can't help myself. I just can't. It's what I like to do. Yeah, the contrast is addictive—the contrast between near-death and near-Nirvana, right? Yeah. I love it. I mean, you can't have euphoria without depression. You wouldn't know what it was—it would just seem normal. Yeah, just a personal example of that—I was in Hungary, where I was born, for the election two weeks ago. By the way, I'm so excited about that election, for many reasons. The exhilaration that I felt—and that everyone else felt—was even greater than when the Berlin Wall came down, because the system was worse. Yeah. And if they hadn't lived through that for 16 years, they wouldn't have felt it. Now, we didn't experience it directly—but still. But even I was paying attention to a lot of things, and I was following that one very closely. Even I felt that sense of euphoria. I was like, “That's great.” I was at the dinner table with my wife and kids—and I'm not Hungarian, it's not affecting me. I mean, Viktor Orbán isn't really having any effect on my life at all. Maybe he shows up at some conferences in the U.S., but still—not affecting me. But I'm sitting there at dinner like, “Did you hear what happened today? That's great.” Anyway. Awesome. I'm glad you're on that side of the equation. James, if people would like to learn more—if they'd like to learn about Cognome and connect with you—where should they go? Where can they find you? Yeah, so you can certainly go to cognome.com. You can email info@cognome.com. But if you've listened to this podcast, I'm always happy to hear from people. I answer every single email myself. And if you know my name—James Green—you can just put a dot in the middle and add @cognome.com at the end, and that will get to me. Delighted to hear from any of you—especially if you're a CIO in a hospital, you should reach out. Well, all those hospital CIOs—please call James, or at least send him an email. And for those of you listening—this was an amazing framework: from whiteboard to PowerPoint to PDF. Definitely relatable. And remember—if no one's dying, it's okay. You can always pivot and live to fight another day. So, James, thanks for coming—and thank you for listening. Important Links: James' LinkedIn James' website James' email: info@cognome.com
On June 20, 1994, emergency services in Dunedin New Zealand received a call from 22 year old David Bain reporting that his entire family had been shot dead inside their home. Within days, he went from the sole survivor to being charged with five counts of murder, setting off a case built on conflicting timelines, contested forensic evidence, and two completely different explanations of what happened. What unfolded next would become one of New Zealand's most debated murder cases, one where the truth still feels just out of reach to this day.Our other podcast: "FEARFUL" - https://open.spotify.com/show/56ajNkLiPoIat1V2KI9n5c?si=OyM38rdsSSyyzKAFUJpSywMERCH:https://www.redbubble.com/people/wickedandgrim/shop?asc=uPatreon: https://www.patreon.com/wickedandgrim?fan_landing=trueYoutube: https://www.youtube.com/@wickedlifeFacebook: https://www.facebook.com/wickedandgrim/ Instagram:Instagram: https://www.instagram.com/wickedandgrim/?hl=enTwitter: https://twitter.com/wickedandgrimWebsite: https://www.wickedandgrim.com/
Vrabel makes his way back to the Patriots amid the chaos of his cheating scandal; his QB Drake Maye was asked his thoughts on the situation and the gang has fun poking at his response. Brittney reveals her reaction to the Dolphins picking Kadyn Proctor; and then the gang discuss how they are slowly getting over not getting Bain and are excited to see what Proctor can do. The silly sauce is in full effect in the last segment after Tobin shares a video of Punxsutawney Phil and his keepers throwing the first pitch at the Pirates game; let just say it is very INTANGIBLES!
Send us Fan MailOnly 19% of McKinsey's new hires today are MBAs. In the mid-90s, that number was over 80%.The # of spots available for MBAs is shrinking – the competition isn't.MC coach Catherine Lee – ex-Deloitte, ex-BCG, Harvard MBA – breaks down 3 mistakes that sink most incoming MBAs before they ever reach an interview:Starting too late (fall semester is already too late)Treating prep like a sprint instead of a marathonPracticing cases without a system to track your gapsPlus: the summer prep roadmap that gets you ahead of your entire cohort before school starts.Katie Neff (Black Belt Advisor) joins with data from 250+ BB members who landed at McKinsey, Bain, and BCG – including the 22-case benchmark.Resources:Want structured support before the semester starts? Join Black BeltNot sure yet? Book 15 minutes with KatiePre-MBA program deadlines start May 3Free Consulting Prep Just Got a Whole Lot BetterCreate a free MC account for access to step-by-step learning pathways, a brand new case prep course, and more. Download the MC app to prep anywhere.Connect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
Rick Stroud and Steve Versnick on the Buccaneers picking up Calijah Kancey's 5th year option and how Rueben Bain Jr. and Josiah Trotter could be the foundation for the defense for years to come. Plus the Rays beat the Guardians to go 12-1 against the American League and the Orlando Magic take a 3-games-to-1 lead over the number 1 seed Detroit Pistons. Hosted on Acast. See acast.com/privacy for more information.
Charles Davis joins the show and shares his reaction to the Dolphins' draft, admitting he was surprised Miami took Kadyn Proctor that early—believing his tough, physical style felt like a better fit for Detroit. He weighs in on the Dolphins passing on Rueben Bain, noting Miami wasn't alone as Bain slid all the way to No. 15, and discusses Proctor's likely path starting at guard before moving to tackle. Davis also gives his thoughts on the Dolphins selecting Chris Johnson late in the first round, and reacts to the Rams' surprising decision to take Ty Simpson—while emphasizing it's still Matthew Stafford's team for at least the next year or two. Plus, he touches on the massive turnout for the NFL Draft, with over 800,000 fans in attendance, and why that number could top a million when the draft heads to D.C. next year
Hour 1 is all about NFL Draft reaction as the guys break down the Miami Dolphins class, with Joe highlighting positives from picks like Chris Johnson and Jacob Rodriguez while defending the decision to take Kadyn Proctor over Rueben Bain. They tackle the heated fan reaction, the debate over drafting Miami Hurricanes players versus best available talent, and even compare the Proctor/Bain discourse to the Tua Tagovailoa vs. Justin Herbert conversation. The crew also acknowledges the mixed reviews of the class overall, noting it's too early to judge and that Miami had too many roster holes to fix in one draft, while questioning why Canes prospects went elsewhere and if it's coincidence or strategy. Plus, they discuss other Hurricanes landing spots, why Joe wanted a pass rusher earlier, and why he believes Miami would've taken Francis Mauigoa if available. The hour wraps with a shift to the Miami Heat, as the guys debate the power structure within the organization and whether Pat Riley still has final say moving forward
In this segment, the guys evaluate the Miami Dolphins draft class, with plenty of positives to highlight—especially when it comes to the selections of Chris Johnson and Jacob Rodriguez. Joe shares his overall satisfaction with how the draft played out, while also addressing the strong fan reaction to passing on Rueben Bain in favor of Kadyn Proctor. He pushes back on the idea that the Dolphins should prioritize Miami Hurricanes players, emphasizing that the focus should be on taking the best talent available. The conversation also draws an interesting parallel to the Tua Tagovailoa vs. Justin Herbert debate, comparing the Proctor/Bain discourse to past draft decisions and how they're judged over time.
In this segment, Joe breaks down the Miami Dolphins draft class with a focus on how the offensive line shakes out, including whether Kadyn Proctor will project as a guard or a tackle at the next level. The conversation also turns to several Miami Hurricanes prospects who were drafted elsewhere, highlighted by Joe's strong praise for Rueben Bain and his belief that he'll have a productive career with Tampa Bay. They debate whether Miami truly viewed Proctor as the best player available, especially with fan frustration still high over passing on Bain. The segment wraps with listener text reactions, as many fans continue voicing disappointment and skepticism about the Dolphins' draft decisions.
In this third hour: -- Dolphin fans need to get over the Proctor over Bain pick - Alright! Oh No
This episode is all about reaction to the Dolphins' decision to draft Kadyn Proctor over Rueben Bain, as the guys break down one of the most debated picks of the first round. Joe and Hollywood react to strong fan backlash. Kyle Crabbs and Omar Kelly both weigh in, offering insight on Proctor's size, versatility, and long-term outlook, while also acknowledging the pressure that comes with passing on a local favorite like Bain. From draft analysis to fan reaction, it's a full look at why this pick has everyone talking
It's finally here. Charlie and Domonique dive deep into the first round of the 2026 NFL Draft, breaking down the biggest surprises, the best steals, and the perfect fits. Plus, the guys share stories from their time in Pittsburgh. 0:00 Intro 1:30 How shocked were you that Jeremiyah Love went #3? 9:07 How surprised were you when the Titans took Carnell Tate at #4? 14:00 Which team that had two 1st round picks came out of it the strongest? 14:22 Titans 16:14 Giants 19:41 Chiefs 22:07 Jets/Cowboys/Dolphins 27:56 What's your reaction to the Rams taking Ty Simpson at #13? 31:48 Were you surprised where Ioane and Bain landed? 36:19 Storytime from Pittsburgh Learn more about your ad choices. Visit podcastchoices.com/adchoices
This episode is all about reaction to the Dolphins' decision to draft Kadyn Proctor over Rueben Bain, as the guys break down one of the most debated picks of the first round. Joe and Hollywood react to strong fan backlash. Kyle Crabbs and Omar Kelly both weigh in, offering insight on Proctor's size, versatility, and long-term outlook, while also acknowledging the pressure that comes with passing on a local favorite like Bain. From draft analysis to fan reaction, it's a full look at why this pick has everyone talking
The show is dominated by reaction to the Dolphins' controversial decision to select Kadyn Proctor at pick 12 and pass on local favorite Rueben Bain, with Joe breaking down why Miami prioritized offensive line help and trusting the front office's vision despite strong fan backlash. Across the show, guests including Kyle Crabbs, Omar Kelly, and Mike Florio weigh in on Proctor's massive frame, versatility, and development questions—especially his ability to manage his weight—while also noting that he will be compared to Bain for years to come. The conversation expands to Chris Johnson's upside, concerns about his small-school background, and broader NFL draft themes, including unpredictability and early-round surprises. Miami Hurricanes head coach Mario Cristobal also joins to reflect on a big draft night for players like Francis Mauigoa, Rueben Bain, and Akheem Mesidor, while discussing roster depth, spring practice, and his “adapt or die” approach in the NIL era. Meanwhile, NFL storylines involving Mike Vrabel and reporter Diana Russini add a messy off-field subplot to an already chaotic draft week.
Hour 4 continues the heated reaction to the Dolphins passing on Rueben Bain in favor of Kadyn Proctor, with fans still voicing frustration and concern that the decision could haunt the organization if Bain becomes a star. Mike Florio joins to bring perspective, emphasizing that the NFL Draft is unpredictable and urging patience, while also backing the Dolphins' long-term plan under Jon Eric Sullivan and Jeff Hafley. He also weighs in on the Rams selecting QB Ty Simpson, noting Sean McVay's apparent discomfort, and addresses the ongoing Mike Vrabel and Diana Russini situation, calling it a major PR headache and criticizing how it has been handled. The hour also features University of Miami head coach Mario Cristobal, who reflects on a proud draft night for players like Francis Mauigoa, Rueben Bain, and Akheem Mesidor, while also discussing roster depth, spring practice, and his “adapt or die” mindset in the NIL era.